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You are here: Manager factsheet

Tineke Frikkee
Waverton Investment Management
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Manager profile
Tineke joined Waverton in August 2018 as our Head of UK equity research. Tineke has managed UK equity funds for 16 years. She was at Smith & Williamson for five years (2013-2018) managing the S&W UK Equity Income unit fund and a Global Multi Asset Growth fund. Prior to that she spent 15 years (1998-2013) at Newton Investment Management (a BNY Mellon subsidiary) where she managed the flagship Newton Higher Income Fund from April 2004 to December 2012 as well as 14 other UK equity mandates for charity, pension, fund-of-fund, sovereign wealth and retail investors. During that time she won a number of performance accolades. Tineke is a CFA Charterholder, CISI member and has an MBA from CASS Business School. Tineke grew up in The Netherlands where she completed a Bachelor's degree in Health Sciences.
Total return for Tineke Frikkee
Manager career performance
Discrete calendar year performance : Tineke Frikkee

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Tineke Frikkee 11.1 6.0 -3.6 33.0 -19.7 9.3 -8.8 6.5 6.3 7.4
Peer Group Composite 14.5 4.3 -11.8 34.8 -17.1 5.6 -7.0 12.4 7.3 6.8
Over / Under -3.4 1.7 8.2 -1.8 -2.6 3.7 -1.8 -5.9 -1.0 0.6
Performance vs peer group composite: Tineke Frikkee
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Waverton UK Lead manager FO Equity - UK since Aug 01 2018 to present
Funds managed previously
Fund Periods
BNY Mellon UK Income since Apr 01 2004 to Dec 09 2012
WS Newton Higher Income since Jan 01 2004 to fund close
BNY Mellon UK Equity since Oct 01 2005 to Feb 12 2013
Smith & Williamson UK Equity Income since Jul 01 2013 to Jan 31 2018
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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